401k Plan data: POWER PLUMBING INC plan

POWER PLUMBING INC 401k Plan overview

Plan Name	POWER PLUMBING INC
Plan identification number	001

POWER PLUMBING INC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Health (other than dental or vision)
Vision

401k Sponsoring company profile

CHR EMPLOYEES, LLC has sponsored the creation of one or more 401k plans.

Company Name: CHR EMPLOYEES, LLC

Employer identification number (EIN): 362739571

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about CHR EMPLOYEES, LLC

Jurisdiction of Incorporation: North Carolina Secretary of State

Incorporation Date:

Company Identification Number: 1334356

More information about CHR EMPLOYEES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POWER PLUMBING INC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 THOMAS LYONS THOMAS LYONS 2018-10-15
001 2016-01-01 THOMAS LYONS THOMAS LYONS 2017-10-11
001 2012-09-01 DEBBIE PALERMO
001 2003-07-01 ANTONY LABOZETTA

Plan Statistics for POWER PLUMBING INC

401k plan membership statisitcs for POWER PLUMBING INC

Measure Date Value
2022: POWER PLUMBING INC 2022 401k membership
Total participants, beginning-of-year 2022-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 106
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 57
Total of all active and inactive participants 2022-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 163
Number of participants with account balances 2022-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: POWER PLUMBING INC 2021 401k membership
Total participants, beginning-of-year 2021-01-01 246
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 120
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 43
Total of all active and inactive participants 2021-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 163
Number of participants with account balances 2021-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: POWER PLUMBING INC 2020 401k membership
Total participants, beginning-of-year 2020-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 127
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 119
Total of all active and inactive participants 2020-01-01 246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 246
Number of participants with account balances 2020-01-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: POWER PLUMBING INC 2019 401k membership
Total participants, beginning-of-year 2019-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 209
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 77
Total of all active and inactive participants 2019-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 286
Number of participants with account balances 2019-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: POWER PLUMBING INC 2018 401k membership
Total participants, beginning-of-year 2018-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 207
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 58
Total of all active and inactive participants 2018-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 265
Number of participants with account balances 2018-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: POWER PLUMBING INC 2017 401k membership
Total participants, beginning-of-year 2017-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 209
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 38
Total of all active and inactive participants 2017-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 247
Number of participants with account balances 2017-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: POWER PLUMBING INC 2016 401k membership
Total participants, beginning-of-year 2016-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 201
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 12
Total of all active and inactive participants 2016-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 213
Number of participants with account balances 2016-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2012: POWER PLUMBING INC 2012 401k membership
Total participants, beginning-of-year 2012-09-01 181
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 181
Total of all active and inactive participants 2012-09-01 181
Total participants 2012-09-01 181
2003: POWER PLUMBING INC 2003 401k membership
Total participants, beginning-of-year 2003-07-01 153
Total number of active participants reported on line 7a of the Form 5500 2003-07-01 195
Total of all active and inactive participants 2003-07-01 195
Total participants 2003-07-01 195

Measure	Date	Value
2022: POWER PLUMBING INC 2022 401k membership
Total participants, beginning-of-year	2022-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	106
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	57
Total of all active and inactive participants	2022-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	163
Number of participants with account balances	2022-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: POWER PLUMBING INC 2021 401k membership
Total participants, beginning-of-year	2021-01-01	246
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	120
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	43
Total of all active and inactive participants	2021-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	163
Number of participants with account balances	2021-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: POWER PLUMBING INC 2020 401k membership
Total participants, beginning-of-year	2020-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	127
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	119
Total of all active and inactive participants	2020-01-01	246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	246
Number of participants with account balances	2020-01-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: POWER PLUMBING INC 2019 401k membership
Total participants, beginning-of-year	2019-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	209
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	77
Total of all active and inactive participants	2019-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	286
Number of participants with account balances	2019-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: POWER PLUMBING INC 2018 401k membership
Total participants, beginning-of-year	2018-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	207
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	58
Total of all active and inactive participants	2018-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	265
Number of participants with account balances	2018-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: POWER PLUMBING INC 2017 401k membership
Total participants, beginning-of-year	2017-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	209
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	38
Total of all active and inactive participants	2017-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	247
Number of participants with account balances	2017-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: POWER PLUMBING INC 2016 401k membership
Total participants, beginning-of-year	2016-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	201
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	12
Total of all active and inactive participants	2016-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	213
Number of participants with account balances	2016-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2012: POWER PLUMBING INC 2012 401k membership
Total participants, beginning-of-year	2012-09-01	181
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	181
Total of all active and inactive participants	2012-09-01	181
Total participants	2012-09-01	181
2003: POWER PLUMBING INC 2003 401k membership
Total participants, beginning-of-year	2003-07-01	153
Total number of active participants reported on line 7a of the Form 5500	2003-07-01	195
Total of all active and inactive participants	2003-07-01	195
Total participants	2003-07-01	195

Financial Data on POWER PLUMBING INC

Measure	Date	Value
2022 : POWER PLUMBING INC 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,378,992
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$100,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$95,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$620,115
Value of total assets at end of year	2022-12-31	$10,454,064
Value of total assets at beginning of year	2022-12-31	$11,933,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$4,826
Total interest from all sources	2022-12-31	$16,268
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$428,713
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$6,828
Administrative expenses (other) incurred	2022-12-31	$4,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,479,670
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,454,064
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,933,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$8,974,022
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$10,303,917
Interest earned on other investments	2022-12-31	$16,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,480,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,629,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,015,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$184,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$95,852
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MIZE CPAS INC.
Accountancy firm EIN	2022-12-31	480882363
2021 : POWER PLUMBING INC 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$40
Total income from all sources (including contributions)	2021-12-31	$2,057,179
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$931,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$919,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$924,866
Value of total assets at end of year	2021-12-31	$11,933,734
Value of total assets at beginning of year	2021-12-31	$10,808,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$11,957
Total interest from all sources	2021-12-31	$15,471
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$408,793
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$337,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$40
Administrative expenses (other) incurred	2021-12-31	$11,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,125,326
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,933,734
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,808,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$10,303,917
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$9,167,194
Interest earned on other investments	2021-12-31	$15,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,629,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,641,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,116,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$179,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$919,896
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MIZE CPAS INC.
Accountancy firm EIN	2021-12-31	480882363
2020 : POWER PLUMBING INC 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$40
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$40
Total income from all sources (including contributions)	2020-12-31	$2,071,053
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,384,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,379,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$656,527
Value of total assets at end of year	2020-12-31	$10,808,448
Value of total assets at beginning of year	2020-12-31	$10,122,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$5,586
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$449,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$40
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$686,322
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,808,408
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,122,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$5,586
Value of interest in pooled separate accounts at end of year	2020-12-31	$9,167,194
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$9,922,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,641,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$199,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,414,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$206,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,379,145
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MIZE CPAS INC.
Accountancy firm EIN	2020-12-31	480882363
2019 : POWER PLUMBING INC 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$40
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$40
Total income from all sources (including contributions)	2019-12-31	$2,593,319
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$183,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$180,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$911,681
Value of total assets at end of year	2019-12-31	$10,122,126
Value of total assets at beginning of year	2019-12-31	$7,712,023
Value of total assets at beginning of year	2019-12-31	$7,712,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,166
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$618,158
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$40
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,410,103
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,122,086
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,711,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$3,166
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,922,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,360,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,360,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$199,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$351,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$351,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,681,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$289,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$180,050
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MIZE CPAS INC.
Accountancy firm EIN	2019-12-31	480882363
2018 : POWER PLUMBING INC 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$40
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$40
Total income from all sources (including contributions)	2018-12-31	$332,165
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$104,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$101,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$878,012
Value of total assets at end of year	2018-12-31	$7,712,023
Value of total assets at beginning of year	2018-12-31	$7,484,383
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,689
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$561,655
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$49,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$40
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$227,640
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,711,983
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,484,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$2,689
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,360,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,439,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$351,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$44,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-545,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$267,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$101,836
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MIZE HOUSER & COMPANY, P.A.
Accountancy firm EIN	2018-12-31	480882363
2017 : POWER PLUMBING INC 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$40
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2,630
Total income from all sources (including contributions)	2017-12-31	$1,780,645
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$114,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$113,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$762,471
Value of total assets at end of year	2017-12-31	$7,484,383
Value of total assets at beginning of year	2017-12-31	$5,820,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,178
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$25,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$501,512
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$27,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$40
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$2,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,666,444
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,484,343
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,817,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$1,178
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,439,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,788,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$44,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$31,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,018,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$233,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$113,023
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MIZE HOUSER & COMPANY, P.A.
Accountancy firm EIN	2017-12-31	480882363
2016 : POWER PLUMBING INC 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,630
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$844,218
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$143,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$141,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$645,814
Value of total assets at end of year	2016-12-31	$5,820,529
Value of total assets at beginning of year	2016-12-31	$5,116,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,935
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$443,760
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$9,182
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$2,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$701,030
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,817,899
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,116,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$1,890
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,788,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,116,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$31,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$198,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$192,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$141,253
Contract administrator fees	2016-12-31	$45
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GREGG A. NEIS, CPA
Accountancy firm EIN	2016-12-31	481240348

Form 5500 Responses for POWER PLUMBING INC

2022: POWER PLUMBING INC 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: POWER PLUMBING INC 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: POWER PLUMBING INC 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: POWER PLUMBING INC 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: POWER PLUMBING INC 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: POWER PLUMBING INC 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: POWER PLUMBING INC 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2012: POWER PLUMBING INC 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	Yes
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2003: POWER PLUMBING INC 2003 form 5500 responses
2003-07-01	Type of plan entity	Single employer plan
2003-07-01	Submission has been amended	No
2003-07-01	This submission is the final filing	No
2003-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-07-01	Plan is a collectively bargained plan	No
2003-07-01	Plan funding arrangement – Insurance	Yes
2003-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

815138

Policy instance

Insurance contract or identification number	815138
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

815138

Policy instance

Insurance contract or identification number	815138
Number of Individuals Covered	147
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

815138

Policy instance

Insurance contract or identification number	815138
Number of Individuals Covered	224
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,834
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	4834
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

815138

Policy instance

Insurance contract or identification number	815138
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,306
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4306
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

815138

Policy instance

Insurance contract or identification number	815138
Number of Individuals Covered	208
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,891
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3891
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

815138

Policy instance

Insurance contract or identification number	815138
Number of Individuals Covered	167
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $7,021
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7021
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Insurance broker name	COMPENSATION BENEFIT PLANNING, INC.

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Company Name:	CHR EMPLOYEES, LLC
Employer identification number (EIN):	362739571
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	North Carolina Secretary of State
Incorporation Date:
Company Identification Number:	1334356